Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.

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Episoder(3353)

Far More Downside Than Upside, Says Natixis' Lafferty

Far More Downside Than Upside, Says Natixis' Lafferty

David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy Banse, Head of Funds at Comcast Ventures...

5 Des 201924min

Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and Mark Bergen, tech reporter for Bloomberg, on...

4 Des 201926min

The Amazon Threat Forces Grocers To Go High-Tech

The Amazon Threat Forces Grocers To Go High-Tech

Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian Magoon, CEO of Amplify ETFs and manager of ...

3 Des 201926min

Revival Of Steel Tariffs May Be A Signal To China

Revival Of Steel Tariffs May Be A Signal To China

Brendan Murray, Bloomberg trade reporter, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, discuss Trump reinstating tariffs on steel and aluminum from Argenti...

2 Des 201927min

Eco Data, Black Friday, Venture Capital

Eco Data, Black Friday, Venture Capital

Dan North, Chief Economist at North America at Euler Hermes, on this morning’s eco data. Sarah Halzack, Bloomberg Opinion retail columnist, will discuss retail sales and preview Black Friday. Mark Ham...

27 Nov 201924min

Economy, UK Election, Home Sales

Economy, UK Election, Home Sales

Chris Rupkey, Managing Director & Chief Financial Economist, MUFG Union Bank NA, will discuss the economy, market outlook, and the Fed. Marcus Ashworth, Bloomberg Opinion Columnist, will discuss the l...

27 Nov 201928min

Markets, Trade Negotiations, & Uber

Markets, Trade Negotiations, & Uber

Drew Matus, Metlife Investment Management Chief Market Strategist, will discuss the markets and economy. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, on U.S,...

25 Nov 201924min

Trade, Fixed Income, Kelley Blue Book

Trade, Fixed Income, Kelley Blue Book

Brendan Murray, Bloomberg Trade Tsar, will discuss the latest on the U.S, China trade negotiations. Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, will discuss fixed income, primari...

22 Nov 201927min

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